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Financial Planning – Kennedy Investment Group
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We never discount the fact that we are responsible for managing our clients' life savings.
It is a responsibility that requires we hold ourselves accountable to the highest professional standards.


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Our Specialties

Financial Planning

As a KIG client, you can rest assured that your investments are monitored and evaluated regularly. We believe that outcomes are achieved through mutual levels of accountability, which include recurring account reviews. In addition to these reviews, we also evaluate your plan using a term we refer to as “Fire Drills,” in which we plan and prepare for unanticipated life events, such as death, disability, incapacity, along with many other unexpected events. These account reviews ensure that we remain accountable for your success and that your financial plan remains on track.

Our Financial Planning module encompasses a wide variety of specialties, including:

Wealth Management

Retirement Income Distribution Planning and Guidance

College and Post Graduate Planning

Legacy and Estate Planning

Multi-Generational Planning

Asset Protection Planning

Tax Planning

Corporate Retirement Plans

Business Succession Planning

196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
© 2020 Kennedy Investment Group. Privacy Policy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
*Stocks above indicate the biggest daily movers.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Ask Us Anything


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